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Permanent

Paraplanner

London
money-bag 10000-500000 Annual
3085438003
Posted Today

The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients'' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising.The Person: The successful Paraplanner will have a minimum of 1 years'' Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) - we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients.Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days'' holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income ..... full job details .....

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